FINANCIAL PLANNING

INDUSTRY NEWS

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

INDUSTRY NEWS

The National Australia Bank will separate its insurance and investment operations from banking in a restructure, following the acquisition of MLC from Lend Lease....

INDUSTRY NEWS

Tower has linked up with one of New Zealand's most popular retail outlets to sell a range of managed funds....

INDUSTRY NEWS

Pacific Rim Investment is to buy West Australian-based dealer group Personal Financial Plan-ners for $1.75 million....

INDUSTRY NEWS

It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....

INDUSTRY NEWS

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

INDUSTRY NEWS

Tower is to distribute its products through the New Zealand post office network...

INDUSTRY NEWS

The man responsible for establishing AMP’s salaried financial planning arm Grant O’Riley has left AMP to take over as managing director of IOOF financial planning arm Win...

INDUSTRY NEWS

Lend Lease Financial Services has announced new names for its financial planning businesses....

INDUSTRY NEWS

Buying managed funds via the Internet will become as common as buying shares via the Internet, according to research by Your Prosperity....

INDUSTRY NEWS

Mercantile Mutual will become one of the top three players in the Australian funds management industry if plans by the ING Group to buy Bridges Financial Services go ahea...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 3 days ago